ECP ControlCo, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), ECP ControlCo, LLC reported 6 stock positions worth $328.6 million. Its top holding was P G & E (PCG) at 42.9% of the portfolio, followed by Custom Truck One Source (CTOS, 24.5%) and Sunnova Energy International (NOVAQ, 19.6%). Compared with Q2 2024, it sold out of 1 and reduced 2. The biggest sale was Custom Truck One Source (CTOS, shares −9%).

Most Recent 13F
Q2 2026
Location
SUMMIT, NJ
CIK
0001707921
Portfolio Value
$328.6M (Q3 2024)
SEC Filing
0001104659-24-118190 ↗ filed Nov 14, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $362.7M Q1 2024 Q2 2024: $323.8M Q2 2024 Q3 2024: $328.6M $328.6M Q3 2024 Q4 2024: $259.6M Q4 2024 Q1 2025: $200.0M Q1 2025 Q2 2025: $178.4M Q2 2025 Q3 2025: $205.2M Q3 2025 Q4 2025: $204.9M Q4 2025 Q1 2026: $6.3B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 6 stocks · $328.6M
PCG P G & E Corp. 42.86% 7,124,720 $140.9M No change
CTOS Custom Truck One Source Inc. 24.55% 23,384,879 $80.7M Reduce -9.2%
NOVAQ Sunnova Energy International 19.58% 6,605,472 $64.3M Reduce -4.4%
SHEN Shenandoah Telecommunication 10.53% 2,452,384 $34.6M No change
CLNE Clean Energy Fuels Corp. 2.46% 2,594,759 $8.1M No change
EVVAQ Enviva LLC 0.03% 252,392 $101K No change

Portfolio Sells Q2 2024 → Q3 2024
CTOS Custom Truck One Source Inc. Reduce -9.2% 24.55% −10.06
ALLGF Allego NV Sold out 0.00% −0.52
NOVAQ Sunnova Energy International Reduce -4.4% 19.58% +7.66

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$4.7BCEG, TLN, PCG, SHEN, CLNE
Q1 2026 4$6.3BCEG, PCG, SHEN, CLNE
Q4 2025 4$204.9MPCG, XIFR, SHEN, CLNE
Q3 2025Amended 4$205.2MPCG, XIFR, SHEN, CLNE
Q2 2025Amended 4$178.4MPCG, SHEN, XIFR, CLNE
Q1 2025Amended 4$200.0MPCG, XIFR, SHEN, CLNE
Q4 2024 4$259.6MPCG, CTOS, SHEN, CLNE
Q3 2024 6$328.6MPCG, CTOS, NOVAQ, SHEN, CLNE
Q2 2024 7$323.8MPCG, CTOS, SHEN, NOVAQ, CLNE
Q1 2024 7$362.7MCTOS, PCG, SHEN, NOVAQ, CLNE